Hello there, @KMJenkinsAccounting
I'm here to help you with this issue. I'd like to know if you've received an error? If yes, you can let me know in the comment section so that I can provide an exact resolution.
For now, I'd suggest performing the browser troubleshooting method to clear any unwanted data issues in your browser. You can begin by using an incognito browser. If it works, you can go back to the regular browser and clear its cache. If not, you can use another supported browser.
Here are the shortcut keys to access a private window:
- Microsoft Edge & Mozilla Firefox: Ctrl + Shift + P
- Google Chrome: Ctrl + Shift + N
- Safari: Hold down ⌘ + Option + P
It's almost time to make yearly assessments of your business! And I can see that this article will guide you with the year-end tasks with QuickBooks: QuickBooks Online year-end guide and checklist.
You can always tag my name in the comment section if you have questions or other concerns. I'd be happy to help. Wishing you and your clients business continued success!